Thomas Kaul
69d11b8e3d
Bugfix/internal server error on failed social login ( #7637 )
* Fix internal server error on failed social login by redirecting to login page
* Update changelog
3 days ago
Thomas Kaul
4a65e44f5b
Task/restrict creation of tags to unique names in tags selector ( #7635 )
* Restrict creation of tags to unique names
* Update changelog
3 days ago
Thomas Kaul
e5273cc91a
Bugfix/incorrect error log output when deleting activities ( #7629 )
* Fix incorrect error log output when deleting activities
* Update changelog
3 days ago
Thomas Kaul
e14793c698
Bugfix/dividend values in base currency ( #7633 )
* Fix missing currency conversion of dividends
* Update changelog
3 days ago
aaryamantriescode
b596abe00a
fix(benchmarks): include start date in market data query for calendar year ranges
For calendar year date ranges (e.g. '2025'), getIntervalFromDateRange()
sets startDate to the last millisecond of the previous year
(2024-12-31T23:59:59.999) as an exclusive boundary. The portfolio
chart excludes this date via isBefore(), so the market data query
(built from chart dates) never fetches the baseline price for that
date. This causes the benchmark line to be missing from the chart.
Add resetHours(startDate) to the date.in array in the market data
query so the start date's market data is always fetched, regardless
of whether it appears in the portfolio chart. For named ranges where
the start date is already in the chart, this is a harmless duplicate.
Add unit tests covering calendar year and named date ranges.
3 days ago
Thomas Kaul
108e29444a
Task/add scopes to access ( #7603 )
* Add scopes to access
* Update changelog
3 days ago
David Requeno
9d2e4b732c
Feature/add stock splits logic ( #7568 )
* Add business logic and tests for stock splits
* Update changelog
3 days ago
Thomas Kaul
3ec7a55466
Bugfix/outdated exchange rates of indirect currency pairs ( #7618 )
* Fix outdated exchange rates of indirect currency pairs
* Update changelog
4 days ago
Thomas Kaul
92475c0b8b
Task/improve error log output of data provider and queue services ( #7622 )
* Improve error log output of data provider and queue services by omitting stack trace
* Update changelog
4 days ago
Thomas Kaul
579943f659
Bugfix/add missing country mapping for Macau in Yahoo Finance data enhancer ( #7620 )
* Add missing mapping for Macau
* Update changelog
4 days ago
Thomas Kaul
4ec3dc3472
Bugfix/add missing country mapping for Czech Republic in FMP service ( #7619 )
* Add missing country mapping for Czech Republic
* Update changelog
4 days ago
vicbentu
e684ba66a7
Bugfix/cash balance update related to activities in custom currency ( #7616 )
* Fix cash balance update related to activities in custom currency
* Update changelog
4 days ago
Thomas Kaul
2250281790
Bugfix/portfolio performance of closed position ( #7610 )
* Fix portfolio performance of closed position
* Update changelog
5 days ago
Thomas Kaul
b764faff9e
Bugfix/add missing country mapping for Czech Republic and Turkey ( #7611 )
* Add missing country mapping for Czech Republic and Turkey
* Update changelog
5 days ago
Thomas Kaul
f474f319bf
Bugfix/resolve error when fetching dividends from Yahoo Finance for date ranges without events ( #7612 )
* Resolve error when fetching dividends for date ranges without events
* Update changelog
5 days ago
Thomas Kaul
c9a45e9f53
Task/refresh cryptocurrencies list (20260813) ( #7613 )
* Update cryptocurrencies.json
* Update changelog
5 days ago
Thomas Kaul
7ded5e4340
Task/remove isDraft of activity ( #7577 )
* Remove deprecated isDraft attribute of activity
* Update changelog
6 days ago
Thomas Kaul
e1eb127bce
Task/refactor impersonation mode into guard ( #7597 )
* Refactor impersonation mode into guard
* Update changelog
7 days ago
Thomas Kaul
55939ea2e5
Feature/add quantity to accounts tab of holding detail dialog ( #7595 )
* Add quantity to accounts tab of holding detail dialog
* Update changelog
7 days ago
Thomas Kaul
7b74cf5cea
Fix rounding of value per account and platform ( #7594 )
Aggregate the value of accounts and platforms with Big.js, so that activities cancelling each other out result in exactly zero instead of a floating-point residue. Such a residue distorted the allocation per account in the holding detail dialog, e.g. -8.5277e-16 for a closed position and 1.0000000000000009 for the remaining one.
7 days ago
Thomas Kaul
fbd898b32d
Bugfix/user settings and calculations in impersonation mode ( #7592 )
* Fix user settings and calculations in impersonation mode
* Update changelog
7 days ago
Thomas Kaul
cb6da5c24f
Task/migrate isDraft of activity to draft tag ( #7551 )
* Migrate isDraft of activity to draft tag
* Update changelog
1 week ago
Thomas Kaul
7754864419
Bugfix/handle unknown country names in data enhancer for asset profile data ( #7574 )
* Handle unknown country names
* Update changelog
1 week ago
Thomas Kaul
9b58da04d4
Feature/add coverage rule to emergency fund section on X-ray page ( #7538 )
* Add emergency fund coverage rule
* Update changelog
2 weeks ago
Thomas Kaul
8a4d33bbe3
Task/resolve ISIN to symbol of data provider in activities import ( #7542 )
* Resolve ISIN to symbol of data provider
* Update changelog
2 weeks ago
Thomas Kaul
74211cd685
Task/improve check for duplicates in preview step of activities import ( #7541 )
* Improve check for duplicates
* Update changelog
2 weeks ago
Thomas Kaul
bb946de25c
Feature/warm up portfolio snapshot calculation during biometric authentication ( #7427 )
* Warm up portfolio snapshot calculation during biometric authentication
* Update changelog
2 weeks ago
Thomas Kaul
4386d22e53
Bugfix/percentage values in impersonation mode with unrestricted access ( #7522 )
* Fix percentage values in impersonation mode with unrestricted access
* Fix savings rate in impersonation mode
* Improve savingsRate on FIRE page
* Update changelog
2 weeks ago
Thomas Kaul
ddd20d3099
Task/remove redundant balance attribute from account ( #7546 )
* Remove redundant balance attribute from account
* Update changelog
2 weeks ago
Thomas Kaul
9c78bc29a4
Task/extract non-investment activity types constant ( #7535 )
Extract non-investment activity type
2 weeks ago
Thomas Kaul
ee7c303771
Bugfix/handle exception in country weightings parsing of FMP service ( #7544 )
* Handle exception in country weightings parsing
* Update changelog
2 weeks ago
Thomas Kaul
ef084b642a
Task/improve log of symbol lookup in Trackinsight data enhancer ( #7543 )
Improve log level and message
2 weeks ago
Thomas Kaul
b812bc7421
Task/guard system tags in admin control panel ( #7532 )
* Guard system tags against deletion and renaming
* Update changelog
2 weeks ago
Thomas Kaul
5bbdf52e19
Feature/add platform logo to account selector in create or update activity dialog ( #7524 )
* Add platform logo to account selector
* Update changelog
2 weeks ago
Thomas Kaul
61cac99d54
Task/improve symbol validation for assets with manual data source ( #7467 )
* Improve symbol validation for assets with manual data source
* Update changelog
2 weeks ago
Thomas Kaul
851901916b
Task/improve handling of Exclude from Analysis tag ( #7533 )
* Improve handling of Exclude from Analysis tag
* Update changelog
2 weeks ago
Thomas Kaul
0b9df572ba
Task/optimize performance of search in assistant ( #7534 )
* Improve performance of search in assistant by reusing cached portfolio snapshot
* Update changelog
2 weeks ago
Thomas Kaul
8ac551fc44
Feature/support account platforms in activities import ( #7515 )
* Support account platforms in activities import
* Update changelog
2 weeks ago
Thomas Kaul
7d053caf80
Bugfix/portfolio snapshot cache write and initialization retry limit ( #7517 )
* Fix portfolio snapshot cache write and initialization retry limit
* Update changelog
2 weeks ago
Thomas Kaul
75e3d032ab
Feature/stock splits setup (part 2) ( #7523 )
Improve stock splits setup
2 weeks ago
Thomas Kaul
3eaba49f19
Task/improve handling of encoded data source in user settings ( #7521 )
Improve handling of encoded data source in user settings
2 weeks ago
Thomas Kaul
0efadd7c8c
Task/destructure query parameters in controllers (part 2) ( #7505 )
Destructure query parameters in controllers
2 weeks ago
Thomas Kaul
d08239f31f
Task/destructure query parameters in controllers ( #7495 )
Destructure query parameters in controllers
2 weeks ago
Thomas Kaul
ddf446f915
Feature/stock splits setup ( #7251 )
* Stock splits setup
* Update changelog
2 weeks ago
Thomas Kaul
263e064fd6
Task/remove deprecated attribute isExcluded from account ( #7253 )
* Remove deprecated attribute isExcluded from account
* Update changelog
2 weeks ago
Thomas Kaul
5e9ac0169e
Task/remove deprecated firstOrderDate from portfolio performance endpoint response ( #7483 )
* Remove deprecated firstOrderDate
* Update changelog
2 weeks ago
Thomas Kaul
5f47a2f2a7
Task/improve export functionality ( #7499 )
* Improve export functionality
* Update changelog
2 weeks ago
Thomas Kaul
179be2f564
Task/add portfolio summary tests ( #7458 )
Add portfolio summary tests
2 weeks ago
Thomas Kaul
031b3b68c7
Bugfix/deletion of activities to respect activity type and date range filter ( #7492 )
* Respect activity type and date range filter
* Update changelog
3 weeks ago
Thomas Kaul
9b3f7eff5f
Task/improve search log output for unsupported queries ( #7480 )
* Improve search log output for unsupported queries
* Update changelog
3 weeks ago